Open Architecture Wealth Management Services
Silver Oak offers is one of the few firms in the industry to offer a truly unique open architecture platform across the largest institutional clearing firms in the industry with the technology and planning partners to execute a first-class wealth management experience. Silver Oak is a technology centric advisory firm. We embrace modern technology to enhance the client experience and effectively scale an advisor practice. Silver Oak incorporates Orion Advisor Services, LLC to build a client experience first in all phases of the practice. Our relationship with Orion and its integration partners allows us to put the client experience throughout their entire practice. With a portfolio accounting platform like Orion, an advisor can offer clients customized views in their client portal, mobile app, and personal statements–either on paper or by video, however a client wants to access their information.
Full Service Business Solutions –
At Silver Oak we assist independent advisors through every phase of their business process
- Client Communication - We provide client access that is more than just a passive experience. We assist advisors with client access that is a branded experience completely customized to the advisor.
- Portfolio Management – whether you are creating and trading simple model portfolios or integration multi custodial sleeve trading models, we can revolutionize your advice platform.
- Financial Planning – Advisor vs. Portfolio Manager. This is always the key question. We believe that financial service professionals need their planning tools to talk across all areas of their account, including portfolio management, client communication, and marketing. Our financial planning partners help you analyze and quantify all your investment recommendation and guide clients through all the stages of their life.
- Business Intelligence - It’s a powerful way to look at your organization’s data through analytical processing and reporting to unearth greater insights into how your firm operates and how to grow more intelligently.